Purchases and Sales Made in Q4 2024 in Ishares Msci Acwi ETF (ACWI)
This table provides information about the institutional ownership of Ishares Msci Acwi ETF (ACWI) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES MSCI ACWI ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
46K+ 10.17% |
$5.39M - $5.66M
|
499K
$58M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
45.9K+ 19.6% |
$5.37M - $5.65M
|
280K
$32.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
43.2KNew |
$5.06M - $5.32M
|
43.2K
$5.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
40.6K+ 17.05% |
$4.75M - $4.99M
|
278K
$32.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Allen Investment Management LLC
|
BUY
|
- |
39.4K+ 35.15% |
$4.61M - $4.84M
|
151K
$17.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
37.6K+ 10.03% |
$4.4M - $4.62M
|
412K
$47.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
37.5KNew |
$4.39M - $4.62M
|
37.5K
$4.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
35.1K+ 70.43% |
$4.11M - $4.32M
|
84.9K
$9.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
33.6K+ 2.65% |
$3.93M - $4.13M
|
1.3M
$151M
|
|
|
Feb 12, 2025
Q4 2024
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
33.5KNew |
$3.92M - $4.12M
|
33.5K
$3.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
30.7K+ 10.29% |
$3.59M - $3.78M
|
329K
$38.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
27.5KNew |
$3.22M - $3.39M
|
27.5K
$3.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
26.6K+ 8.94% |
$3.11M - $3.27M
|
324K
$37.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
26.3KNew |
$3.08M - $3.23M
|
26.3K
$3.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
24.4K+ 70.69% |
$2.86M - $3.01M
|
59K
$6.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
24.2KNew |
$2.83M - $2.97M
|
24.2K
$2.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
22.8KNew |
$2.67M - $2.8M
|
22.8K
$2.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
20.5KNew |
$2.39M - $2.52M
|
20.5K
$2.38M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
20.3K+ 15.88% |
$2.37M - $2.49M
|
148K
$17.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
19.5K+ 626.34% |
$2.28M - $2.39M
|
22.6K
$2.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
19.3K+ 45.59% |
$2.26M - $2.38M
|
61.7K
$7.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
19.2KNew |
$2.25M - $2.36M
|
19.2K
$2.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
19K+ 2.83% |
$2.22M - $2.34M
|
690K
$80.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
18K+ 20.81% |
$2.11M - $2.22M
|
105K
$12.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
17.9K+ 137.44% |
$2.1M - $2.21M
|
31K
$3.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
17.5KNew |
$2.04M - $2.15M
|
17.5K
$2.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
16.1K+ 571.41% |
$1.88M - $1.98M
|
18.9K
$2.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
15.5K+ 113.32% |
$1.82M - $1.91M
|
29.2K
$3.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
15.5KNew |
$1.81M - $1.9M
|
15.5K
$1.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
14.7K+ 7.19% |
$1.73M - $1.81M
|
220K
$25.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
14.3K+ 13.84% |
$1.67M - $1.76M
|
117K
$13.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
14.1K+ 3.55% |
$1.66M - $1.74M
|
413K
$48M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
14K+ 83.09% |
$1.64M - $1.73M
|
30.9K
$3.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
13.8K+ 123.86% |
$1.61M - $1.7M
|
24.9K
$2.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
13.2KNew |
$1.54M - $1.62M
|
13.2K
$1.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Cambiar Investors LLC
|
BUY
|
- |
13.1K+ 325.96% |
$1.54M - $1.61M
|
17.1K
$1.99M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12.5K+ 28.57% |
$1.46M - $1.53M
|
56.1K
$6.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
12.4KNew |
$1.45M - $1.53M
|
12.4K
$1.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
12.2KNew |
$1.43M - $1.51M
|
12.2K
$1.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.4K+ 94.4% |
$1.34M - $1.4M
|
23.5K
$2.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
11.3K+ 2.4% |
$1.33M - $1.4M
|
485K
$56.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.3K+ 54.21% |
$1.33M - $1.4M
|
32.3K
$3.75M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
11K+ 44.14% |
$1.29M - $1.35M
|
35.9K
$4.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
10.9KNew |
$1.28M - $1.34M
|
10.9K
$1.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
10.9K+ 8.3% |
$1.28M - $1.34M
|
142K
$16.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.8K+ 9.63% |
$1.27M - $1.33M
|
123K
$14.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
10.8K+ 9.44% |
$1.26M - $1.32M
|
125K
$14.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
10.1K+ 67.38% |
$1.18M - $1.24M
|
25.1K
$2.91M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
10K+ 27.94% |
$1.17M - $1.23M
|
45.9K
$5.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.86K+ 19.76% |
$1.15M - $1.21M
|
59.7K
$6.94M
|